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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,055 | $87,037-68.9% | $106,201-74.5% | $80,874-66.5% |
| Participation rate | 98.3% | 70.4%+27.8pp | 75.3%+23.0pp | 67.6%+30.6pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.26%-102.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,933 | $2,396-19.3% | $3,170-39.0% | $2,756-29.9% |
| Participant deferral / active EE | $1,580 | $3,986-60.4% | $5,012-68.5% | $4,297-63.2% |
| Admin fee / account holder | $1,986 | $8,434-76.4% | $11,039-82.0% | $6,935-71.4% |